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Ricardo Bekin

Investment adviser representative at Ativo Capital Management, LLC
24 yearsExperience
1 stateRegistered in
$862.7MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

24 years in the industry.

  1. Ativo Capital Management, LLCAug 2002 to now

Exams passed

  • Series 66 · Uniform Combined State Law2001
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (IL).

Ativo Capital Management, LLC

$862.7MAssets managed
17Clients
5Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4630407
Firm CRD
125303
Advisor's SEC record (opens in a new tab)
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